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WealthStone’s Citigroup C Stock Holding History

WealthStone’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$236K Buy
+3,248
New +$217K 0.08% 214
2019
Q3 		– Sell
-132
Closed -$9.24K – 142
2019
Q2 		$9.24K Buy
+132
New +$8.83K ﹤0.01% 265

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WealthStone's C Position: Q1 2021 in Review

WealthStone opened a new position in Citigroup (C) in Q1 2021: 3,248 shares worth $236K. The stake represents 0.08% of the portfolio and ranks #214 among its holdings. This is a return to the name: WealthStone previously reported a position in C as recently as Q2 2019.

WealthStone first reported a position in C in Q2 2019 and has held it in 2 quarters since. 1,718 funds tracked by Wall St. Rank hold C as of Q1 2021.

  • WealthStone held 3,248 shares of Citigroup worth $236K as of Q1 2021.
  • Citigroup was a new WealthStone position in Q1 2021.
  • Citigroup made up 0.08% of WealthStone's portfolio in Q1 2021, its #214 holding.
  • WealthStone first reported a position in Citigroup in Q2 2019 and has held it in 2 quarters since.
  • 1,718 funds tracked by Wall St. Rank held Citigroup as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.